| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Performance
Hypothetical Growth of $10,000
Updated 04.30.2013
Trailing Total Returns
Updated 04.30.2013
| Total Return % | + / - S&P 500 TR | + / - Russell 1000 Value TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 12.66 | -0.08 | -1.35 | 72 |
| 1-Month | 3.04 | 1.11 | 1.52 | 7 |
| 3-Month | 7.68 | 0.49 | 0.63 | 26 |
| 6-Month | 14.21 | -0.21 | -2.10 | 69 |
| 1-Year | 15.98 | -0.91 | -5.82 | 82 |
| 3-Year (Annualized) | 15.43 | 2.63 | 3.09 | 0.0 |
| 5-Year (Annualized) | 4.61 | -0.60 | 0.44 | 0.0 |
| 10-Year (Annualized) | 11.84 | 3.96 | 3.42 | 0.0 |
